Feel confident in your financial Opportunities
All of them.Ditch the Overwhelm.
There is So Much Good Awaiting You on the Other Side of Your Money Choices.
Determining 401(k) contributions, knowing when to sell your RSUs, stock options, and ESPPs, electing employee benefits, and creating a tax strategy are big decisions you want to get right.
Much of how you live and retire is determined by the decisions you’re making right now.
You have the potential to accomplish so much more when you have a plan, partner, and guide for your entire financial life.
That’s why we’re here. We help you figure it out.
Ditch the Overwhelm.
There is So Much Good Awaiting You on the Other Side of Your Money Choices.
Determining 401(k) contributions, knowing when to sell your RSUs, stock options, and ESPPs, electing employee benefits, and creating a tax strategy are big decisions you want to get right.
Much of how you live and retire is determined by the decisions you’re making right now.
You have the potential to accomplish so much more when you have a plan, partner, and guide for your entire financial life.
That’s why we’re here. We help you figure it out.
At Orchard City Wealth Management, we know as someone in your mid-career at a tech company you have critical, no, profound financial decisions to make and not enough time to scrutinize every detail.
Understandably, it can feel overwhelming and concerning. But shouldn’t it feel exciting?
Having options and opportunities is a good thing and yet you may find you can’t even enjoy your money because you’re bogged down with questions like…
Navigate Your Financial Opportunities
Design a Roadmap that can Elevate Your Future
Achieve the Life You Want
We help you see what’s possible.
Navigate Your Financial Opportunities
Design a Roadmap that can Elevate Your Future
Achieve the Life You Want
A Little Bit About Orchard City Wealth Management
We are a privately owned, independent, fee-only registered investment advisory firm in the Bay Area serving as a fiduciary for you.
We have helped many families gain a sense of control over complex issues like equity compensation packages and taxes. Our clients work for some of the biggest tech, bio-tech, and start-up companies in Silicon Valley and across the country. They face major transitions like job changes and promotions, IPO of their company, buying a house, having children, and supporting parents.
How We Work With Clients
As a fee-only fiduciary, we balance working through complex financial matters with our life planning approach that aligns your money with your vision, values, goals, and priorities.
But we always start at the place you need us the most.
Finally
Financial Advisory Services Keenly Focused on Mid-Career Tech Professionals.
Our Foundational Planning Process
Our foundational planning work requires us to meet several times throughout the first year of working together. Once we finish the foundational planning work, we move into ongoing care. The ball starts rolling the moment you decide to schedule an appointment with us.
Listen
Acknowledge
Respond
Guide
Know What to do with Your RSUs
Get the guide that spells it out.
If you are an employee with equity compensation, don’t be left wondering when you should sell your RSUs.
Find out the biggest mistakes to avoid in this helpful guide.
The Equity Compensation Checklist
Know what to do with your RSUs
Get the guide that spells it out.